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Philip Michael Clark

Plante Moran Financial Advisors

Portage, MI

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Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
TX RA APPROVED 2024-01-04
OH RA APPROVED_RES 2023-04-28
  • MI RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2024-01-04
  • OH RA
    APPROVED_RES
    Since 2023-04-28

Branch Locations

750 Trade Centre Way, Portage, MI 49002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Plante Moran Financial Advisors Southfield MI 06/2008 Present
Plante & Moran Pllc Southfield MI 07/2023 Present
Other Businesses

Partner, Plante & Moran PLLC. Southfield, MI - Not Investment related. 0 hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-02-11
  • S65 Uniform Investment Adviser Law Examination
    2010-02-11
Designations
Other Names
  • Phil Clark

View on SEC IAPD

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PFS INVESTMENTS INC. · PORTAGE, MI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PORTAGE, MI
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